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Recent Articles
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Dividend Increases/Decreases for the Week of June 30
Jun 30, 2023
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Let's take a look at firms raising/lowering their dividends this week.
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Top Dividend-Related News: WBA, KFY, IBM, UNH, OXY
Jun 29, 2023
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Image Source: Simon Cunningham.
Let's get Nelson's thoughts on recent news on five dividend payers: WBA, KFY, IBM, UNH, OXY.
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The Transaction Log of the Dividend Growth Portfolio
Jun 27, 2023
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Image Source: Numbers and Finance.
View the transaction log of the Dividend Growth Newsletter portfolio in this article. The Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Results are hypothetical and do not represent actual trading.
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ALERT: Big Yield Additions to Dividend Growth Newsletter Portfolio and High Yield Dividend Newsletter Portfolio
Jun 27, 2023
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Image Source: Mike Cohen.
With the federal funds rate standing at 5%-5.25%, the hurdle rate for yield in the Dividend Growth Newsletter portfolio and High Yield Dividend Newsletter portfolio is much higher these days. We’re not at all worried about a recession as that was largely priced in during 2022, and we’re looking ahead to strong nominal GDP and huge opportunities within artificial intelligence [AI]. Though we may add a dividend grower that is yielding below the 5% yield threshold to the Dividend Growth Newsletter portfolio with expectations for breakneck dividend-per-share expansion in the future, these days we’re looking for a couple incremental ideas that have yields already much higher than the 5% mark to add to the Dividend Growth Newsletter portfolio and the High Yield Dividend Newsletter portfolio. Let's dig in.
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